QuickBooks Online For Dummies. Elaine Marmel

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QuickBooks Online For Dummies - Elaine Marmel


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and view all activity, which is the audit log in QBO. The audit log lists every transaction created, changed, or deleted in QBO, as well as every instance of someone logging in to and out of QBO.

Snapshot of the Help menu.

      FIGURE 3-7: The Help menu.

Snapshot of a sample Help topic.

      FIGURE 3-8: A sample Help topic.

Snapshot of clicking the New button to create a new transaction.

      FIGURE 3-9: Click the New button to create a new transaction.

Snapshot of clicking the Search button to search for previously entered transactions.

      FIGURE 3-10: Click the Search button to search for previously entered transactions.

Snapshot of using the Gear menu to work with settings, lists, tools, and your QBO account.

      FIGURE 3-11: Use the Gear menu to work with settings, lists, tools, and your QBO account.

      After you set up your company, you should review the default settings Intuit established and make changes as appropriate. To examine and make changes to payroll settings, see Chapter 9.

      Examining company preferences

Snapshot of reviewing company settings.

      FIGURE 3-12: Review company settings.

      On this tab, you can make changes to your company name, address, and contact information and your preferences for communication with Intuit.

      To change any setting, click anywhere in the group where the setting appears. When you finish making changes, click the Save button that appears in the group of settings. You can then move on to other settings on the page.

      When you finish working with Account and Settings, click Done in the lower-right corner of the screen.

      Examining billing and subscription settings and usage limits

      To review the settings related to your QBO billing and subscription, click the Gear icon and select the appropriate option. QBO users, choose Gear ⇒ Account and Settings to display the Account and Settings dialog box. Then, click Billing & Subscription in the pane on the left. QBOA users choose Gear ⇒ Your Account.

You won’t see the Billing & Subscription pane if the QBO company is being managed by an accountant who is part of the Wholesale Billing program.

Snapshot of reviewing QBO billing and subscription settings.

      FIGURE 3-13: Review QBO billing and subscription settings.

      

The subscription-based Payments product that Intuit offers enables you to receive online payments from your customers. If you already have a subscription to the Payments product, you can connect it to QBO from the Billing & Subscription page of the Account and Settings dialog box. If you don’t have a subscription, you can subscribe from the Apps page on the Navigation bar or from the Payments page of the Account and Settings dialog box.

      When you click the Usage pane on the left side of the Account and Settings dialog box, QBO displays the usage limits applied to your QBO company based on the version of QBO you selected when you created your company (Simple Start, Essential, Plus, or Advanced).

      Setting sales preferences

      To review the Sales preferences of your QBO company, choose Gear ⇒ Account and Settings to display the Account and Settings dialog box. Then, click Sales in the pane on the left.

Snapshot of the Sales page of the Account and Settings dialog box.

      FIGURE 3-14: The Sales page of the Account and Settings dialog box.

      Examining sales settings

      You can set a variety of options related to sales:

       In the Sales Form Content section, you can define the fields that appear on the form you complete to prepare invoices, sales receipts, and other sales forms.

       In the Products and Services section, you can make changes


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